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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,121 | $157,296+5.0% | $141,191+16.9% | $152,897+8.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.27% | 64.34%-43.1pp | 71.41%-50.1pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,675 | $5,262-49.2% | $4,736-43.5% | $4,764-43.8% |
| Participant deferral / active EE | $3,543 | $7,111-50.2% | $6,710-47.2% | $5,851-39.4% |
| Admin fee / account holder | $8,639 | $12,125-28.7% | $10,264-15.8% | $11,599-25.5% |